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Resource scheduling and capacity planning

Written by Justyna Kawalec
Updated this week

The Schedule

Float’s Schedule is your real-time hub for resource scheduling and capacity planning. It brings together your team, projects, and availability into a single, live, visual view—so you can assign work, manage your workload, and adjust plans as priorities shift.

Resource scheduling answers: Who is assigned to what work, and when?
Capacity planning answers: Does this person have the availability to take it on?


The Schedule combines both so you can confidently match the right people to the right work without overloading your team.

Resource scheduling

Resource scheduling in Float is the process of assigning the right people to the right work at the right time.

All work allocated to your team lives on the Schedule, making it the single source of truth for everything that’s planned.

On the Schedule, you can:

  • Allocate project work by hours per day or percentage of capacity

  • Drag-and-drop allocations to adjust timelines

  • Reassign work between team members

  • Split allocations across multiple people

  • Book time off

  • See non-working days, like public holidays

  • Instantly identify and resolve overlaps

When priorities shift, you can move, extend, reduce, or reassign work in seconds, without manually recalculating availability. The Schedule updates in real time, so changes are reflected immediately.

Capacity planning

Capacity planning in Float means understanding how much work your team can realistically take on, and ensuring no one is scheduled beyond their availability.

In Float, capacity is the total number of working hours available to a person or team for project work. Capacity takes into account:

  • Standard working hours and days

  • Existing project allocations

  • Approved time off

  • Public holidays

To ensure capacity is accurately reflected in your Schedule, you should:

Once this information is configured, the Schedule provides a complete, real-time view of:

  • Utilization – how much of a person’s time is allocated (scheduled)

  • Remaining capacity – hours still available to schedule (unscheduled)

  • Overtime – when someone is scheduled beyond their capacity

Capacity planning is not just about avoiding overbooking. It helps you:

  • Spot underutilized team members

  • Rebalance work across teams or departments

  • Identify hiring needs based on future gaps

  • Protect delivery timelines and prevent burnout

Customize your Schedule for clarity and control

The Schedule is highly customizable, so you can focus on what matters most to your team’s planning. Reduce noise, surface the right insights, plan faster, and make confident resourcing decisions. You can:

  • Color-code your projects to visually distinguish allocations across clients or workstreams

  • Assign roles, departments, and custom tags to your team members to quickly identify the right person based on skills, location, or seniority

  • Zoom by days, weeks, or months to switch between short- and long-term planning

  • Adjust display density (Compact, Comfortable, Spacious) to control how much detail appears on screen

  • Display utilization in hours or percentages, depending on your planning preference

  • Use a custom date range to view live utilization insights for the timeframe you want to focus on

  • Sort your team by capacity to identify over- or under-utilized team members

  • Apply filters to focus on specific people, departments, tags, or projects

  • Save your preferred filter combination as a personal or shared view for faster access and team alignment.

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